Guides
Signing scenarios
Vendor agreement workflow
Before you start
- The vendor agreement or contract.
- The vendor's signing contact.
The workflow
- Prepare the agreement template.
- Assign signer roles: company and vendor.
- Send to the vendor.
- Both parties sign.
- Retain the completed contract.
Step 1: Prepare the template
Create a template with roles for your company and the vendor, and fields for each. See Create a template.
Step 2: Assign signers
When you send, assign the vendor's contact and your signer to the roles. Save the vendor as a contact for next time.
Step 3: Send to the vendor
Send the request. The vendor reviews and signs from their link, no account needed.
Step 4: Both parties sign
If company sign-off depends on the vendor's, use sequential signing. Otherwise everyone signs in parallel.
Step 5: Retain the contract
File the signed PDF and audit trail. The sealed record is your proof of the vendor's signature.
What happens next?
Vendor contracts move fast and stay verifiable. Reuse the template for renewals and new vendors.